|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.89B
|
+$262M
|
+4,887,938
|
+17%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$499M
|
-$18M
|
-335,699
|
-4%
|
|
|
3
|
Bank of New York Mellon
New York
|
$377M
|
-$66.3M
|
-1,234,660
|
-16%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$302M
|
+$18.7M
|
+347,744
|
+7%
|
|
|
5
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$297M
|
–
|
–
|
–
|
|
|
6
|
|
$269M
|
+$102M
|
+1,898,342
|
+66%
|
|
|
7
|
Matson Money Inc
Mason,
Ohio
|
$221M
|
+$5.66M
|
+105,432
|
+3%
|
|
|
8
|
Natixis Advisors
Boston,
Massachusetts
|
$220M
|
+$89.9M
|
+1,673,833
|
+75%
|
|
|
9
|
|
$177M
|
+$72.8M
|
+1,356,164
|
+76%
|
|
|
10
|
|
$159M
|
-$124M
|
-2,306,923
|
-45%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$155M
|
+$18.4M
|
+342,763
|
+14%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$149M
|
-$7.18M
|
-133,724
|
-5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$134M
|
-$3.98M
|
-74,193
|
-3%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
+$7.19M
|
+134,037
|
+6%
|
|
|
15
|
VOYA Investment Management
Atlanta,
Georgia
|
$127M
|
-$159K
|
-2,960
|
-0.1%
|
|
|
16
|
Kabouter Management
Chicago,
Illinois
|
$124M
|
+$40.3M
|
+750,294
|
+53%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$89.7M
|
-$1.83M
|
-34,155
|
-2%
|
|
|
18
|
Washington Trust Bank
Spokane,
Washington
|
$85.2M
|
+$34.8M
|
+648,711
|
+76%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$76.3M
|
+$8.98M
|
+167,339
|
+14%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$72.6M
|
-$13.7M
|
-255,989
|
-17%
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
$68.8M
|
-$9.16M
|
-170,633
|
-12%
|
|
|
22
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$50.1M
|
+$47.6M
|
+886,363
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47.8M
|
+$3.98M
|
+74,138
|
+10%
|
|
|
24
|
Ballentine Partners
Waltham,
Massachusetts
|
$41.7M
|
-$2.77M
|
-51,534
|
-7%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41.7M
|
+$4.52M
|
+84,232
|
+13%
|
|
